Sharing experience, insights and best practices for building SaaS businesses. Clients rely on us to realize the future visions of their organizations. Posts here are based on real-world outcomes and lessons learned from putting marketing to work – marketing that grows software companies like yours.  Let’s build something bigger, together.

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SaaS Backwards Episode 121 - Beginning a SaaS business with the end in mind - with Jeremy Lessaris, CEO of Payment Brokers

Building a business with the intention of a future sale requires meticulous planning and organization from the outset.

In this episode, Payment Brokers Founder and CEO Jeremy Lessaris, a serial founder with multiple successful exits, emphasizes the importance of the early organization of books, records, contracts, and agreements as a critical factor in boosting valuation and streamlining the exit process.

Jeremy also stresses the significance of maintaining a well-organized data room for due diligence during a business sale. He recommends creating a dashboard with KPIs and metrics to provide a clear overview of the company's performance and demonstrate the business's progress to potential buyers.

Throughout this episode, Jeremy explains how SaaS entrepreneurs can position their companies for a seamless exit process and maximize their valuation when it comes time to sell.

Key takeaways from this episode:
  • Focusing on revenue generation early 
  • Keeping costs low while striving to reach revenue milestones
  • The value of mentorship in helping entrepreneurs navigate business challenges

Other resources to check out:

Interview with Vinay Bhagat, Founder and CEO of TrustRadius who publishes a yearly report about how B2B buyer behavior is changing.

The Lead Gen Mistake I Guarantee You’re Making – how to create content that better identifies intent from today’s b2b buyer.

And, if you want an outside look at your content with actionable advice, take advantage of our Content Audit. Valued at $20K in free consulting.

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